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AdvisoryHQ's List of the Top 13 Best Financial Advisors in Florida
AdvisoryHQ's List of the Top 13 Best Financial Advisors in Florida Fri, Mar 31, 2017 People often pay a lot for a financial advisor to push products, not to actually provide advice. FirsTrust rebels against this model by providing financial advice that serves to work in the best interests of its clients. They preserve the objectivity... Read More

Most (Still) Clueless About Fiduciary Differences as Seen on napa-net.org on 4/18/17
Most (Still) Clueless About Fiduciary Differences as Seen on napa-net.org on 4/18/17 Fri, Apr 21, 2017 Only 1 in 8 would stay if investors discovered their financial advisor was not a fiduciary. Read More

CFA Society Orlando Supports Putting Investors First Campaign, Hosts Women in Investments Event
CFA Society Orlando Supports Putting Investors First Campaign, Hosts Women in Investments Event Mon, Apr 17, 2017 Orlando Mayor Buddy Dyer proclaims May 2017 as “Putting Investors First Month” in Orlando Orlando, FL – April 17, 2017 – CFA Society Orlando announces that it will join many of the 147 CFA Institute member societies worldwide in the fourth annual... Read More

New fiduciary registry will promote advisers who adhere to strictest guidelines by Ann Marsh in Financial Planning
New fiduciary registry will promote advisers who adhere to strictest guidelines by Ann Marsh in Financial Planning Thu, Oct 20, 2016 A new fiduciary registry aims to counteract perceived shortcomings in the SEC and the CFP Board’s fiduciary requirements by identifying the strictest fiduciary advisers nationwide. "The practices are a way of demonstrating what we are already doin... Read More

How To Choose A Financial Planner In The Top 2% by Eric Carter in Forbes Magazine
How To Choose A Financial Planner In The Top 2% by Eric Carter in Forbes Magazine Fri, Sep 09, 2016 ...........To avoid these types of biases, look for planners that don’t sell financial products. Start by asking your employer if they offer an unbiased financial guidance or coaching program. If not, look for planners that charge a fee. However, be ... Read More

The DOL fiduciary rule will forever change financial advice by Liz Skinner Mon, Aug 22, 2016 The Labor Department's fiduciary rule is aimed at stopping the $17 billion a year the government claims investors waste in exorbitant fees. The idea is that the regulation will stop advisers from putting their own interests in earning high commission... Read More

7 Questions to Ask a Financial Advisor about the Fiduciary Standard (as seen on NerdWallet) Wed, Aug 03, 2016 https://www.nerdwallet.com/blog/investing/7-questions-ask-financial-advisor-fiduciary-standard/ The Department of Labor recently finalized a rule that requires all retirement advisors to operate under a fiduciary standard, meaning the advisors mus... Read More

How does a lottery winner find an advisor she can trust? By Liz Weston Mon, Jul 18, 2016 People with lots of cash can use help making the most of their money and dealing with all those who want to part them from it. (Jon Elswick / Associated Press) By Liz Weston Read More

CFA Institute - Realize Your Rights Mon, Jun 27, 2016 Using the Statement of Investor Rights to Find the Right Financial Professional The Statement of Investor Rights is a tool to help investors clarify what to expect from a financial professional. The questions inside correspond to each of the inv... Read More

The Devil in the Details Thu, May 19, 2016 “Advisor” or “Consultant” titles are often used to imply educated objectivity. But before you follow any “financial advice”, take a close look at the bottom of the “advisor’s” business card for some legally-required fine print disclosure referencing ... Read More

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